{"id":133468,"date":"2022-08-26T09:42:36","date_gmt":"2022-08-26T13:42:36","guid":{"rendered":"https:\/\/44.250.171.167\/?p=133468"},"modified":"2022-10-06T04:44:50","modified_gmt":"2022-10-06T08:44:50","slug":"aegis-logistics-ltd-q1-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-q1-fy23-earnings-conference-call-insights\/","title":{"rendered":"Aegis Logistics Ltd Q1 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from Aegis Logistics Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/AEGISCHEM\/\">AEGISCHEM<\/a>) Q1 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>AEGISCHEM said that for rest of FY23 both gas and liquids segments should continue to perform well and profit will continue to grow robustly.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Gazal Gupta with JM Financial asked about the drivers of spike in other expenses. Murad Moledina CFO replied that other expense includes JV related expenses amounting to INR62.08 crores, which is increasing the other expenses.<\/li>\n<\/ul>\n<ul>\n<li>Gazal Gupta with JM Financial also asked about the drivers of volume spike in the distribution segment and if it\u2019s sustainable in current quarter. Murad Moledina CFO answered that Kandla project has stabilized operations which is helping the numbers and AEGISCHEM is expecting such numbers in coming quarters also.<\/li>\n<\/ul>\n<ul>\n<li>Chirag Vageria enquired about the liquid terminal revenue going up but corresponding profitability not increasing. Murad Moledina CFO clarified that it\u2019s because the company has just done additions of CRL terminal in the liquid segment where EBITDA improvements and product mix will take a few quarters.<\/li>\n<\/ul>\n<ul>\n<li>Chirag Vageria asked about volume in bulk category. Murad Moledina CFO answered that in bulk the company has done 85,300 metric tons vs. 30,900 tonns in the June quarter last year.<\/li>\n<\/ul>\n<ul>\n<li>Gazal Gupta of JM Financial asked about the EBITDA being flat QoQ since distribution is a high margin business. Murad Moledina CFO replied that one should compared like for like, YoY, \u00a0where there is an increase of EBITDA of 68%. \u00a0Also, Q1 is generally not strong, but in FY23 it has been a lifetime high.<\/li>\n<\/ul>\n<ul>\n<li>Lavanya with UBS enquired if the company is seeing any softness in volumes in distribution in near term due to shutdowns. Murad Moledina CFO said that the shutdown is not more than 15-20 days in the month of August. And the company has not been selling huge volumes in Morbi to get effected by that.<\/li>\n<\/ul>\n<ul>\n<li>Himanshu Yadav of Edelweiss asked about the current cash and debt of the company. Murad Moledina CFO answered that in June the company is carrying cash of INR1,500 crore in the balance sheet and debt on a consolidated level is at around INR900 crore.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Aegis Logistics Ltd (AEGISCHEM) Q1 FY23 Earnings Concall Management Update: AEGISCHEM said that for rest of FY23 both gas and liquids segments should continue to perform well and profit will continue to grow robustly. Q&amp;A Highlights: Gazal Gupta with JM Financial asked about the drivers of spike in other expenses. Murad Moledina [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"Aegis Logistics Ltd Q1 FY23 Earnings Conference Call Insights #AEGISCHEM #Q1 #FY23 #Earnings","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,12],"tags":[8159],"class_list":["post-133468","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-logistics"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":128100,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":133468,"position":0},"title":"Aegis Logistics Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"March 3, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=EGacDsgNlRo Key highlights from Aegis Logistics Ltd (AEGISCHEM) Q3 FY22 Earnings Concall Management Update: For 4Q22, the company expects that sales volume will continue to grow in line with 3Q as will the earnings for Gas and Liquid segments. Kandla project is progressing well, and the company fully expects it\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":140890,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-limited-nse-aegischem-q3-fy23-results-out-total-income-rises-72-yoy\/","url_meta":{"origin":133468,"position":1},"title":"Aegis Logistics Limited (NSE: AEGISCHEM): Q3 FY23 Results Out; Total Income Rises 72% YoY","author":"Divyansh_Kasana","date":"February 10, 2023","format":false,"excerpt":"Aegis Logistics Limited(NSE:AEGISCHEM) is engaged in the import and distribution of Liquified Petroleum Gas (LPG) and the storage and terminaling of LPG and chemical products. The company operates in two segments: Liquid Terminal Division and the Gas Terminal Division. The Liquid Terminal Division provides storage and terminaling facilities for oil\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":137554,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-aegischem-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":133468,"position":2},"title":"Aegis Logistics Ltd (AEGISCHEM) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"November 10, 2022","format":false,"excerpt":"Aegis Logistics Ltd (NSE:AEGISCHEM) Q2 FY23 Earnings Concall dated Nov. 10, 2022 Corporate\u00a0participants: Rasika Sawant -- Investor Relations Partner Raj K. Chandaria -- Chairman And Managing Director Murad Moledina -- Chief Financial Officer Analysts: Priyankar Biswas -- Nomura -- Analyst Himanshu Yadav -- Edelweiss Wealth Research -- Analyst Amar Maurya\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":173774,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-aegislog-q2-2025-earnings-call-transcript\/","url_meta":{"origin":133468,"position":3},"title":"Aegis Logistics Ltd (AEGISLOG) Q2 2025 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"Aegis Logistics Ltd (NSE: AEGISLOG) Q2 2025 Earnings Call dated Nov. 19, 2024 Corporate Participants: Raj Chandaria \u2014 Chairman of the Board, Managing Director Murad Moledina \u2014 Chief Financial Officer Analysts: Vikram Suryavanshi \u2014 Analyst Kumar Saurab \u2014 Analyst Rajesh Agarwal \u2014 Analyst Rajesh Agarwal \u2014 Analyst Amit Vora \u2014\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":173773,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-aegislog-q1-2026-earnings-call-transcript\/","url_meta":{"origin":133468,"position":4},"title":"Aegis Logistics Ltd (AEGISLOG) Q1 2026 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"Aegis Logistics Ltd (NSE: AEGISLOG) Q1 2026 Earnings Call dated Aug. 08, 2025 Corporate Participants: Unidentified Speaker Raj K. Chandaria \u2014 Chairman & Managing Director Murad Moledina \u2014 Chief Financial Officer Analysts: Unidentified Participant Jolyon Loo \u2014 Analyst Abhishek Jain \u2014 Analyst Yash Nandwani \u2014 Analyst Amit Vora \u2014 Analyst\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":142824,"url":"https:\/\/alphastreet.com\/india\/aegis-logistics-ltd-aegischem-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":133468,"position":5},"title":"Aegis Logistics Ltd (AEGISCHEM) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"February 27, 2023","format":false,"excerpt":"Aegis Logistics Ltd (NSE:AEGISCHEM) Q3 FY23 Earnings Concall dated Feb. 03, 2023. \u00a0 Corporate Participants: Raj Chandaria\u00a0--\u00a0Chairman and Managing Director Murad Moledina\u00a0--\u00a0Chief Financial Officer Unidentified Speaker\u00a0-- Analysts: Rasika Sawant\u00a0--\u00a0Orient Capital -- Analyst Digant Haria\u00a0--\u00a0GreenEdge Wealth Services -- Analyst Priyankar Biswas\u00a0--\u00a0Nomura -- Analyst Lavanya\u00a0--\u00a0UBS Group -- Analyst Unidentified Participant\u00a0--\u00a0-- Analyst Chirag\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/133468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=133468"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/133468\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=133468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=133468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=133468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}